ROG vs ENTG vs MKSI vs MTSI vs ICHR

For growth investors, MACOM Technology Solutions Holdings, Inc.

(MTSI) is the stronger pick with 32. 6% revenue growth year-over-year, versus -2. 3% for Rogers Corporation (ROG). MKS Inc. (MKSI) offers the better valuation at 68. 8x trailing P/E (30. 4x forward), making it the more compelling value choice. Analysts rate Rogers Corporation (ROG) a "Buy" — based on 12 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, MKS Inc.

(MKSI) is the cheapest at 68. 8x versus Entegris, Inc. at 95. 3x. On forward P/E, MKS Inc. is actually cheaper at 30. 4x.

Over the past 5 years, MACOM Technology Solutions Holdings, Inc.

(MTSI) delivered a total return of +513. 6%, compared to -27. 8% for Rogers Corporation (ROG). Over 10 years, the gap is even starker: ENTG returned +1040% versus ROG's +117. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Rogers Corporation (ROG) is the lower-risk stock at 1.

24β versus Ichor Holdings, Ltd. 's 3. 93β — meaning ICHR is approximately 216% more volatile than ROG relative to the S&P 500. On balance sheet safety, Rogers Corporation (ROG) carries a lower debt/equity ratio of 3% versus 173% for MKS Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), MACOM Technology Solutions Holdings, Inc.

(MTSI) is pulling ahead at 32. 6% versus -2. 3% for Rogers Corporation (ROG). On earnings-per-share growth, the picture is similar: MKS Inc. grew EPS 55. 5% year-over-year, compared to -340. 0% for Rogers Corporation. Over a 3-year CAGR, MTSI leads at 12. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

MKS Inc.

(MKSI) is the more profitable company, earning 7. 5% net margin versus -7. 6% for Rogers Corporation — meaning it keeps 7. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ENTG leads at 28. 9% versus -4. 1% for ICHR. At the gross margin level — before operating expenses — MTSI leads at 54. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, MKS Inc.

(MKSI) trades at 30. 4x forward P/E versus 76. 9x for MACOM Technology Solutions Holdings, Inc. — 46. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ROG: 9. 3% to $150. 00.

In this comparison, MKSI (0.

3% yield), ENTG (0. 3% yield) pay a dividend. ROG, MTSI, ICHR do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Rogers Corporation (ROG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.

24), +117. 5% 10Y return). Ichor Holdings, Ltd. (ICHR) carries a higher beta of 3. 93 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (ROG: +117. 5%, ICHR: +629. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: ROG is a small-cap quality compounder stock; ENTG is a mid-cap quality compounder stock; MKSI is a mid-cap quality compounder stock; MTSI is a mid-cap high-growth stock; ICHR is a small-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.